See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
KCOE ISOM, LLP2 years Filed as: KCOE ISOM LLP Service code 10 PO BOX 875125 · KANSAS CITY, MO 64187 | Accounting | $15,500 |
BIG SKY RETIREMENT INC3 years Filed as: BIG SKY RETIREMENT INC. Service code 13 · EIN 82-4211528 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $6,896 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,038 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,172 | $80,724+6.7% | $103,333-16.6% | $74,495+15.7% |
| Participation rate | 96.0% | 65.7%+30.4pp | 74.5%+21.5pp | 67.2%+28.8pp |
| Annual return | 14.60% | 27.56%-13.0pp | 24.88%-10.3pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,868 | $3,157-9.2% | $3,868-25.9% | $2,623+9.3% |
| Participant deferral / active EE | $5,191 | $3,860+34.5% | $5,057+2.6% | $4,346+19.5% |
| Admin fee / account holder | $52 | $2,368-97.8% | $8,355-99.4% | $1,942-97.3% |